How to automatically email QuickBooks Online Purchase Orders to a vendor
ApprovalMax allows to set up an email that will be sent to vendor once a QuickBooks Online Purchase Order has been fully approved - if the checkbox “Automatically email approved Purchase Order to vendor” has been ticked.
Responsible for this procedure is the Purchase Order Requester; the email form is located at the bottom of the Purchase Order creation form.
A PDF document generated by QuickBooks Online after the final approval as well as any attachments that have been added to the email form (see the "Attachments to vendor" section) will be sent with that email.
Such Purchase Orders will be emailed to the vendor as soon as the approval process has been completed successfully.
How can I create a Purchase Order in ApprovalMax?
To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...
Attaching files to Purchase Orders (for QuickBooks Online)
During the creation of Purchase Orders for QuickBooks Online, you can attach files. However, some technical limitations do apply: File extensions — PDF, Word, Excel, Images (same as in QuickBooks Online) Max. file size — 25 MB Max. amount of files — ...
Sending approved Purchase Orders to suppliers
If you want to send an approved Purchase Order automatically to the supplier, you must first enable this feature by ticking the respective checkbox while creating the Purchase Order: If you want to send approved Purchase Orders to multiple contacts, ...
How do I select the currency for a QuickBooks Online Purchase Order?
During Purchase Order creation, you can use either the currency which is set for the selected supplier or the default QuickBooks Online currency.
How can I print an approved Purchase Order? (QuickBooks Online)
Once a Purchase Order has been approved, ApprovalMax generates a PDF for this Purchase Order and attaches it to the Purchase Order in ApprovalMax. It is also possible to download this PDF in QuickBooks Online itself. To do so, click on the "Print" ...